Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Quotes - Preview option

    36 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  Invoices & quotes » Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input and sharing with us on your needs here.

    While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.

    Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.

    We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏

    An error occurred while saving the comment
    Naaria Wilson-Bairds commented  · 

    A preview feature NEEDS to be added just like it is for invoices, I shouldn’t have to waste time emailing myself the quote to make sure it’s all correct and looks good for the client. Very simple for Xero to add

    Naaria Wilson-Bairds supported this idea  ·